Marc Kadomatsu
Human Investing · Lake Oswego, Oregon
Marc Kadomatsu is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon, who holds the CFP and ChFC credentials. Marc charges a percentage of assets (1.25% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning.
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Specialties
Who they serve
- Executives
Facts
| Firm | Human Investing |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.22B across 3,382 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OR, TX · CRD 4612926 |
| Exams passed | Series 66 (2006) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
| Profile |
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Questions about Marc
Is Marc Kadomatsu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Human Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc charges a percentage of assets.
How much does Marc charge?
According to Human Investing's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; no asset minimum.
Where is Marc Kadomatsu based?
Marc Kadomatsu is based in Lake Oswego, Oregon.
What does Marc specialize in?
Marc's specialties include tax planning. Marc works with executives.
What credentials does Marc Kadomatsu hold?
Marc Kadomatsu holds the CFP and ChFC credentials.
Is Marc Kadomatsu registered with the SEC?
Yes. Marc Kadomatsu is registered as an investment adviser representative in OR and TX (CRD 4612926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Human Investing manage?
Human Investing reports $2.22B across 3,382 accounts in assets under management.
How do I contact Marc Kadomatsu?
Through Marc's website, www.humaninvesting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Human Investing website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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